Financial Planning Associate (Remote) | Build a Flexible Practice | Mentorship Provided
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Bloom Financial Partners
Houston, TX, US
Summary
Educate families on life insurance, protection planning, and retirement strategies while building a personal financial services practice. Develop a client base through networking and referrals while participating in weekly professional development and coaching.
Job Description
Compensation
Performance-based compensation with leadership growth opportunities
About the Opportunity
Are you interested in building a career in financial services with flexibility, mentorship, and long-term growth potential?
We are expanding our team and seeking motivated individuals interested in helping families with protection planning, retirement strategies, and long-term financial education—while building a flexible financial services practice of their own.
This opportunity can be started part-time or full-time, making it a strong fit for career changers, professionals exploring a transition, or entrepreneurial individuals looking to build alongside existing commitments while growing toward something larger.
Whether you come from sales, client service, education, business ownership, or another people-focused background, we provide mentorship, training, and systems to help you develop professionally.
This is a remote opportunity designed for individuals who are self-motivated, coachable, and excited by long-term professional growth.
Responsibilities
- Educate families on life insurance, protection planning, and retirement-focused strategies
- Build trusted client relationships through education and service
- Learn financial concepts, planning frameworks, and product solutions through mentorship
- Participate in weekly training, coaching, and professional development
- Build a client base through networking, referrals, and outreach
- Explore leadership opportunities for those interested in team development
Who We’re Looking For
- Strong communicators who enjoy helping others
- Self-motivated individuals with an ownership mindset
- Coachable professionals open to mentorship and development
- Comfortable working independently in a remote environment
- Sales, customer-facing, or relationship-building experience is helpful but not required
- Willingness to obtain a state Life & Health Insurance License (guidance provided)
What We Offer
- Flexible remote environment
- Part-time or full-time path options
- Structured mentorship and ongoing training
- Access to established financial carriers and planning solutions
- Leadership development opportunities
- Performance-based compensation with advancement potential
- Long-term professional growth for those interested in building a practice
Our motto is "no family left behind". We take a holisitic approach to helping clients by using an education based approach. Learning what options there are makes the right path easier to follow! Our focus is wealth preservation and accumulation strategies designed on a case-by-case basis to best suit each clients needs. We accomplish this using everything from annuities and insurance to investments and estate planning.
Company size
1,001-5,000 employees
Industry
Financial Services
Org type
Self-Employed
Our motto is "no family left behind". We take a holisitic approach to helping clients by using an education based approach. Learning what options there are makes the right path easier to follow! Our focus is wealth preservation and accumulation strategies designed on a case-by-case basis to best suit each clients needs. We accomplish this using everything from annuities and insurance to investments and estate planning.
Company size
1,001-5,000 employees
Industry
Financial Services
Org type
Self-Employed
